MIDWESTERN SOCIETY OF ORTHODONTISTS

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Principal Officer

DR EMILY WILLETT

Phone

6142211900

Tax Period

2025-01-01 to 2025-12-31

MIDWESTERN SOCIETY OF ORTHODONTISTS, founded in 1966, is a small nonprofit that reported $366K in total revenue in fiscal year 2025. Expenses of $317K left a modest 14% surplus.

Mission

THE MIDWESTERN SOCIETY OF ORTHODONTISTS (MSO), AS A CONSTITUENT OF THE AMERICAN ASSOCIATION OF ORTHODONTISTS (AAO), SUPPORTS THE MISSION OF THE AAO BY PROVIDING RESOURCES, COMMUNICATION, AND LEADERSHIP, WHIE SERVING AS A VOICE FOR ITS COMPONENT SOCIETIES AND INDIVIDUAL MEMBERS.

Program Service Accomplishments

Program 1

ANNUAL SCIENTIFIC CONTINUING EDUCATION SESSION, HELD IN THE FALL OF EACH YEAR, OPEN TO MEMBERS OF THE ORGANIZATION.

Program 2

MEETINGS OF THE BOARD OF DIRECTORS TO HELP FORM POLICIES THAT BENEFIT THE PRACTICE OF ORTHODONTICS, TO BE PRESENTED AT THE ANNUAL MEETING OF THE MIDWESTERN SOCIETY OF ORTHODONTISTS (MSO) DELEGATION FROM THE ORGANIZATION SENT TO THE ANNUAL MEETING OF THE MSO, WHERE POLICIES ARE PRESENTED TO THE MSO FOR VOTE.

Program 3

SPECIAL PROGRAM SUPPORT TO PROFESSIONAL GROUPS WITHIN THE ORTHODONTIC COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $158,354

Program Service Revenue $175,082

Investment Income $23,078

Other Revenue $9,850

TOTAL REVENUE $366,364

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $316,824

TOTAL EXPENSES $316,824

Year-over-Year Comparison

	2025	2024	Change
Revenue	$366,364	$352,424	+0.0%
Expenses	$316,824	$340,467	-0.1%
Net Income	$49,540	$11,957	+3.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR MICHAEL LAFERLA	PRESIDENT	1.00	Officer Director	$0	$0	$0
DR EMILY WILLETT	PRESIDENT-EL	1.00	Officer Director	$0	$0	$0
DR ESTEE WANG	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
DR MIKE DURBIN	TREASURER TO	1.00	Officer Director	$0	$0	$0
DR BRONWEN RICHARDS	IL DIRECTOR	1.00	Director	$0	$0	$0
DR JOHN FIRTH	MO DIRECTOR	1.00	Director	$0	$0	$0
DR SUMIT YADAV	NE DIRECTOR	1.00	Director	$0	$0	$0
DR HEATHER HORTON	MN DIRECTOR	1.00	Director	$0	$0	$0
DR KATHERINE KAZAK	MANITOBA DIR	1.00	Director	$0	$0	$0
DR KERI BARROW	SD DIRECTOR	1.00	Director	$0	$0	$0
DR JOHN KITTLESON	WI DIRECTOR	1.00	Director	$0	$0	$0
DR EMERSON EHLIS	ND DIRECTOR	1.00	Director	$0	$0	$0
DR MELISSA BERNHARDT	IA DIRECTOR	1.00	Director	$0	$0	$0
GWEN BERLEKAMP	EXECUTIVE DI	20.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$366,364	$316,824	$386,664	$49,540
2024	$352,424	$340,467	$339,874	$11,957
2023	$320,326	$363,293	$315,136	$-42,967
2022	$161,320	$282,717	$358,103	$-121,397
2021	$331,405	$256,176	$479,500	$75,229
2020	$159,530	$213,154	$404,271	$-53,624
2019	$324,915	$330,374	$457,895	$-5,459
2018	$389,380	$385,057	$463,354	$4,323